Semiconductor News & Analysis Feed
11716 articles
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
wolfstreet.com
2026-05-28
Wolf Street
Micron, the WTF AI Mania Chart of the Year
by Wolf Richter • May 27, 2026 • 46 Comments
The stock has a history of collapsing by 50% to 98% after every spike, regularly falling below its Dotcom Bubble high. But this time is different?
By Wolf Richter for WOLF STREET.
The stock of memory chip maker Micron Technology has a history of fantastical mania spikes that then collapse. So now there’s anoth
2026-05-28
developer.nvidia.com
2026-05-28
NVIDIA Developer
NVIDIA RTX provides game developers with direct paths to AI-driven characters, frame generation, and ray-traced rendering. This post walks through a meaningful set of recent updates across the RTX ecosystem. NVIDIA ACE expands its multilingual AI character capabilities, making it easier to ship conversational NPCs. NVIDIA DLSS 4.5 arrives as an Unreal Engine (UE) plugin, bringing Dynamic Multi Fra
2026-05-28
247wallst.com
2026-05-28
24/7 Wall St.
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
futurism.com
2026-05-28
Futurism
Illustration by Tag Hartman-Simkins / Futurism. Source: I-Hwa Cheng / AFP via Getty Images; Shutterstock
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We’ve long had our doubts about tech leaders making boisterous claims about automating jobs with AI.
For a while now, executives have raised eyebrows by justifying sweep
2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
This 200% tax will make it more expensive to build in rural areas and is aimed at spurring data center development in disused industrial zones instead.
2026-05-28
news.google.com
2026-05-28
The Motley Fool
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
eciks.org
2026-05-28
eciks.org
DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
Published on 27 May 2026 at 12:27 pm •
Written by Chris Martin
• Reading duration : 4 minutes · read 71 times
© DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
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The Roundhill Memory ETF (DRAM) hit a 52-week high of $62.68 on May 27, 2026, extending its record r
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon’s, Record
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand
27.05.2026 - 18:05:47 | boerse-global.de
Infineon shares double in 2026 after record Q2 results and second price hike. Analyst downgrade warns rally is fully priced in despite AI-driven demand surge.
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand - Foto: über
2026-05-28
www.networkworld.com
2026-05-28
Network World
SK Hynix claims a 30% reduction in thermal resistance for its new chip design integrating cooling inside HBM memory stacks.
SK Hynix has plans to make high-bandwidth memory run cooler than these old chips.
Credit: Gordon Mah Ung
South Korean semiconductor giant SK Hynix has announced a new type of high-bandwidth memory (HBM) for AI datacenters that improves heat dissipation by integrating a cool
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) employee bonuses are likely to grow more than 30 percent this year, in line with the past few years as the company’s profits continue to set new records, an anonymous source cited TSMC chairman C.C. Wei (魏哲家) as saying yesterday.
TSMC, the world’s largest contract chipmaker, is committed to taking care of its workers, the source said, citing Wei’s
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
The breakneck surge in memorychip stocks is intensifying, sending the market capitalizations of SK Hynix Inc and Micron Technology Inc above US$1 trillion for the first time, as investors bet the artificial intelligence (AI) boom would lead to a sustained revaluation of the industry.
SK Hynix rose 9.3 percent in South Korea yesterday, taking its 12-month gain to more than 1,000 percent and becomi
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia Corp artificial intelligence (AI) chips to China after first exporting them to Japan, people familiar with the matter said.
The trio was detained last week by Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer Inc servers containing
2026-05-27
www.techrepublic.com
2026-05-27
TechRepublic
www.techrepublic.com
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
wccftech.com
2026-05-27
Wccftech
FuriosaAI and Broadcom have partnered to build a high-performance AI accelerator chip featuring next-gen HBM4/E memory.
FuriosaAI has announced its third-generation AI accelerator, which builds upon its 2nd Generation RNGD platform, which is currently in mass production on TSMC's 5nm process technology. The 2nd Gen RNGD AI platform comes in the form of a 180W PCIe-based design, which aims at LLM